Cascade Financial Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.19M Buy
35,643
+12,351
+53% +$1.1M 0.38% 54
2025
Q1
$1.9M Buy
+23,292
New +$1.9M 0.24% 77
2024
Q4
Sell
-2,582
Closed -$208K 249
2024
Q3
$208K Hold
2,582
0.03% 234
2024
Q2
$202K Buy
+2,582
New +$202K 0.03% 228